OptiFour Integrated Wealth Management’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,353
| Closed | -$302K | – | 75 |
|
|
2019
Q2 | $302K | Buy |
+7,353
| New | +$302K | 0.21% | 57 |
|
|
2019
Q1 | – | Sell |
-5,274
| Closed | -$218K | – | 51 |
|
|
2018
Q4 | $218K | Hold |
5,274
| – | – | 0.2% | 43 |
|
|
2018
Q3 | $221K | Buy |
+5,274
| New | +$221K | 0.18% | 53 |
|
|
2018
Q1 | – | Sell |
-5,863
| Closed | -$201K | – | 63 |
|
|
2017
Q4 | $201K | Buy |
+5,863
| New | +$201K | 0.17% | 61 |
|